WHO ARE WE LOOKING FOR?

A Wealth Planning Relationship Management Associate who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm.

Responsibilities:

• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
• Responsible for collecting information for financial planning projects and entering information into WealthView/eMoney financial planning software; advise senior advisor on the planning results/output
• Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
• Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

Qualifications:

Minimum Qualifications:

• Relevant industry experience preferred
• Strong proficiency utilizing Microsoft Office products
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting or equivalent years of work experience

Desired Qualifications/Skills:

• Certified Financial Planner (CFP®) designation or CFP® track preferred
• Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
• Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
• Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment

• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
• Responsible for collecting information for financial planning projects and entering information into WealthView/eMoney financial planning software; advise senior advisor on the planning results/output
• Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
• Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environmen